SC
CLOV icon

Steph & Co’s Clover Health Investments CLOV Stock Holding History

Steph & Co’s Portfolio CLOV Stock Details CLOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,000
Closed -$63K – 264
2024
Q4 		$63K Buy
20,000
+5,000
+33% +$17.9K 0.02% 169
2024
Q3 		$42.3K Hold
15,000
– – 0.01% 186
2024
Q2 		$18.4K Hold
15,000
– – 0.01% 212
2024
Q1 		$11.9K Hold
15,000
– – ﹤0.01% 251
2023
Q4 		$14.3K Buy
15,000
+5,000
+50% +$4.91K 0.01% 207
2023
Q3 		$10.8K Buy
+10,000
New +$11.9K 0.01% 241

Other funds holding CLOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Steph & Co's CLOV Position: Q1 2025 in Review

Steph & Co sold out of Clover Health Investments (CLOV) in Q1 2025, closing a stake of 20,000 shares — an estimated $63K sold.

Steph & Co first reported a position in CLOV in Q3 2023 and held it in 6 quarters. The position peaked at $63K in Q4 2024. 202 funds tracked by Wall St. Rank hold CLOV as of Q1 2025.

  • Steph & Co reported no remaining Clover Health Investments position as of Q1 2025 after selling out during the quarter.
  • Steph & Co sold 20,000 Clover Health Investments shares in Q1 2025, an estimated $63K.
  • Steph & Co first reported a position in Clover Health Investments in Q3 2023 and held it in 6 quarters.
  • Steph & Co's Clover Health Investments position peaked at $63K in Q4 2024.
  • 202 funds tracked by Wall St. Rank held Clover Health Investments as of Q1 2025.

Based on Steph & Co's 13F filing for Q1 2025, filed 23 Apr 2025.